UBS Group
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UBS Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

UBS Group’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$6K – 8181
2018
Q2 		$6K Buy
+100
New +$5.47K ﹤0.01% 7413

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's PDP Position: Q1 2026 in Review

UBS Group increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 11% in Q1 2026, buying an estimated $2.74M and bringing the position to 214,413 shares worth $25.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

UBS Group first reported a position in PDP in Q4 2014 and has held it in 46 quarters since. The position peaked at $141M in Q4 2015. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • UBS Group held 214,413 shares of Invesco Dorsey Wright Momentum ETF worth $25.9M as of Q1 2026.
  • UBS Group bought 22,074 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $2.74M.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2314 holding.
  • UBS Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Dorsey Wright Momentum ETF position peaked at $141M in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.